+2,538.2%
MUU vs HWM
+125.2%
+2,413.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -10.7% | +7.7% | +12.4% |
| 7D | +13.9% | -9.2% | +23.1% | +28.3% |
| 30D | +24.8% | -17.9% | +42.7% | +59.7% |
| 3M | -15.7% | -6.0% | -9.7% | -8.7% |
| 6M | +338.9% | -7.4% | +346.2% | +379.4% |
| YTD | +563.2% | +13.1% | +550.1% | +426.7% |
| 1Y | +2,577.5% | +29.3% | +2,548.2% | +1,653.9% |
| All | +2,538.2% | +125.2% | +2,413.0% | +761.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HWM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling